TIVP078: COPA HOLDINGS (CPA): IS BUFFETT RIGHT ABOUT AIRLINE STOCKS?
W/ DANIEL MAHNCKE & SHAWN O’MALLEY
TIVP078: COPA HOLDINGS (CPA): IS BUFFETT RIGHT ABOUT AIRLINE STOCKS? W/ DANIEL MAHNCKE & SHAWN O’MALLEY
21 June 2026
Daniel Mahncke and Shawn O’Malley take a deep dive into Copa Holdings, the Panama-based airline that may be a rare exception to the airline curse. They explore whether Copa’s unique hub, low-cost structure, strong reliability, and disciplined leadership create durable advantages that the market underprices. They also assess Copa’s 2026 economics, intrinsic value, and whether it deserves a spot in The Intrinsic Value Portfolio.
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IN THIS EPISODE, YOU’LL LEARN:
- Why airlines are such a tough business to be in.
- What Buffett and other superinvestors think.
- Valuation discussion of Copa.
- Whether Copa is valued attractively.
- Whether Shawn and Daniel add CPA to the Intrinsic Value Portfolio.
For the full show notes, go to this page.
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